Billing Operations Analyst

OnSite Partners LLC•Chicago, IL

8h•$75,000 - $90,000

About The Position

The Billing Operations Analyst is responsible for supporting the execution of OSP’s client invoicing processes across both Assets and Advisory services. This role ensures invoices are accurate, timely, complete, and aligned with contractual requirements, operational processes, and client expectations. This position supports invoice preparation, billing data validation, monthly self-assessing tax filings, invoice status tracking, issue escalation, and payment application coordination. The role works closely with Business Operations Enablement, Finance, Client Delivery, IT, and Data Science to streamline billing workflows, improve data quality, strengthen controls, and support scalable billing operations.

Requirements

Bachelor’s degree in Business, Finance, Accounting, Operations, Data Analytics, or a related field preferred.
2–5 years of experience in billing, invoicing, finance operations, accounting support, business operations, or a related operational role.
Experience reviewing, validating, reconciling, or analyzing billing, financial, operational, or client data.
Proficiency in Microsoft Excel, including working with large datasets, formulas, filters, lookups, and reconciliations.
Strong attention to detail and commitment to data accuracy.
Ability to manage recurring monthly processes, billing cycles, deadlines, and follow-up items.
Strong analytical and problem-solving skills.
Ability to identify discrepancies and resolve or escalate issues appropriately.
Strong organizational skills and ability to maintain accurate trackers, logs, documentation, and support records.
Clear communication skills and ability to coordinate effectively across cross-functional teams.
Comfort working with billing data, financial information, client records, operational inputs, and system-generated outputs.
Ability to support client-facing and internal billing inquiries professionally and accurately.
Continuous improvement mindset with interest in improving efficiency, automation, data quality, and process reliability.

Nice To Haves

Experience with billing systems, ERP systems, financial operations platforms, reporting tools, or operational databases preferred.
Experience coordinating with Finance, IT, Data Science, Operations, Client Delivery, or vendor teams preferred.
Experience with tax filing support, payment application, process improvement, automation, or workflow documentation preferred.
Familiarity with data validation or QA processes (preferred)
Exposure to Power BI or reporting tools (preferred)

Responsibilities

Support the preparation, validation, and execution of client invoices for both Assets and Advisory services.
Ensure invoices are generated accurately, completely, and in accordance with established billing timelines, client requirements, and contractual expectations.
Coordinate invoice delivery to clients and support follow-up activities related to invoice status, payment receipt, and payment application.
Track invoice status throughout the billing cycle, including preparation, review, delivery, client follow-up, payment receipt, and application.
Lead payment application coordination activities in collaboration with Finance.
Maintain accurate invoice trackers, billing logs, payment status updates, and supporting documentation.
Review billing data inputs, invoice outputs, support files, and billing determinants for accuracy, completeness, and reasonableness.
Identify discrepancies, missing information, unusual values, or data quality issues that may impact invoice accuracy or timeliness.
Support quality control processes for billing datasets, invoice calculations, billing determinants, and final invoice outputs.
File monthly self-assessing taxes on behalf of clients in accordance with established procedures.
Track tax filing deadlines, confirmations, exceptions, and supporting documentation.
Escalate tax filing questions, billing data discrepancies, and validation exceptions as appropriate.
Collaborate with Client Delivery, Finance, Operations, IT, Data Science, vendors, and internal data owners to resolve billing issues and ensure required inputs are received timely.
Escalate billing issues, system limitations, data concerns, process blockers, payment application issues, and client-facing billing questions to the appropriate stakeholders.
Assist in responding to internal and external inquiries related to invoice details, billing calculations, supporting documentation, payment status, and issue resolution.
Coordinate with Finance to support alignment between invoice issuance, client payment activity, and payment application.
Partner with upstream teams to resolve billing data issues before invoice generation whenever possible.
Work with IT and Data Science to streamline billing workflows, improve data flow, reduce manual effort, and strengthen billing controls.
Identify opportunities to improve invoicing efficiency, accuracy, consistency, transparency, and scalability.
Support implementation of billing process enhancements, automation initiatives, reporting improvements, and data validation improvements.
Maintain process documentation, issue logs, workflow notes, and support materials related to billing activities.
Monitor billing inputs from vendors, systems, client data sources, and internal teams to ensure timely incorporation into billing workflows.
Support continuous improvement efforts related to invoicing, payment tracking, tax filing, issue management, and billing operations.